Business Development – Financial Planning Software

4-6 years
4-6 years
College Diploma
College Diploma

About the role

We are looking for an experienced sales person who has preferably sold enterprise technologies to any of the following financial institutions: RIAs, Broker Dealer’s or Banks. It would be ideal if the candidate had experience selling financial planning software, but it would also be valuable if there was experience selling or working CRM, Portfolio Mgmt or any other software that may integrate with Financial Planning software.

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ADVIZR, INC.

Software
Industry
Software
4 - 17 employees
Company size
4 - 17 employees

Location

New York, NY
Location
New York, NY